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Donald Hannigan Jr.

Advisor at OSAIC

Updated today

Location

Plymouth, NH 03264

Credentials

ChFC®, Series 63

Industry experience

41 years

About

Donald Hannigan Jr. is a financial advisor at OSAIC with 41 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining OSAIC in 2023, he was associated with Questar Asset Management and Questar Capital Corporation since 2008 and has operated Hannigan Brokerage Services, a sole proprietorship selling insurance products, since 1997. Osaic Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments, asset allocation software, and portfolio optimization tools, offering a broad range of investment options and access to multiple custodial platforms.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities

Occupation focus

Based on OSAIC

Founder/Business Owner Executive Retired

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally up to $25,000, can exceed for high net worth individuals; Non-Discretionary Investment Advisory Services fixed fees from $500 to $15,000; Retirement Plan Consulting Services fixed fees from $1,000 to $100,000.

Percentage

$0 - $5,500: Negotiable, varies by Advisory Representative and program $5,500 - $10,000: Negotiable, varies by Advisory Representative and program $10,000+: Negotiable, varies by Advisory Representative and program

Commissions

Advisory Representatives may receive commissions as registered representatives or insurance agents for securities or insurance product sales outside advisory accounts.

Project-based

$0 - $750 per hour for financial planning and consulting services, Non-Discretionary Investment Advisory Services, and Retirement Plan Consulting Services.

Other

Account minimum: $5,500 to $10,000 depending on program Fee-only: Advisory fees negotiated individually by Advisory Representatives; often asset-based fees with wrap or non-wrap structures; fees can be up to 3% annually for Plan Participant Retirement Program; fee schedules vary by program and Advisory Representative.

Location

35 Main Street

Plymouth, NH 03264

Most active in

New Hampshire

Work history

OSAIC

2023 - Present (3 years)

Questar Asset Management

2008 - Present (18 years)

Questar Capital Corporation

2008 - Present (18 years)

Hannigan Brokerage Services

1997 - Present (29 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Active portfolio management
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William W

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Concentrated stock management Active portfolio management Passive / index investing
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Lawrence D

Series 65

Holderness, NH

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Wealth management Passive / index investing Active portfolio management

Matt S

CFP®, CFA®

Plymouth, NH

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Business ownership considerations Business exit / sale strategy Founder/Business Owner Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General tax planning
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